Kennedy Capital Financials
| KVALX Fund | USD 12.10 0.05 0.41% |
Kennedy |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Kennedy Capital Fund Summary
Kennedy Capital competes with Metropolitan West, Dreyfusstandish Global, T Rowe, Multisector Bond, and Franklin High. Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of small capitalization companies. The equity securities in which the fund invests are primarily domestic common stock, but may also include securities of real estate investment trusts , warrants, rights, American Depositary Receipts , and shares of investment companies, including exchange-traded funds designed to track small cap indices.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Investment Managers Series |
| Mutual Fund Family | Kennedy Capital Management |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 877 882 8825 |
| Currency | USD - US Dollar |
Kennedy Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Kennedy Capital's current stock value. Our valuation model uses many indicators to compare Kennedy Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Kennedy Capital competition to find correlations between indicators driving Kennedy Capital's intrinsic value. More Info.Kennedy Capital Small is currently considered the top fund in annual yield among similar funds. It also is currently considered the top fund in net asset among similar funds making up about 2,381,693,906 of Net Asset per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Kennedy Capital's earnings, one of the primary drivers of an investment's value.Kennedy Capital Small Systematic Risk
Kennedy Capital's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Kennedy Capital volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Kennedy Capital Small correlated with the market. If Beta is less than 0 Kennedy Capital generally moves in the opposite direction as compared to the market. If Kennedy Capital Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Kennedy Capital Small is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Kennedy Capital is generally in the same direction as the market. If Beta > 1 Kennedy Capital moves generally in the same direction as, but more than the movement of the benchmark.
Kennedy Capital December 21, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Kennedy Capital help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Kennedy Capital Small. We use our internally-developed statistical techniques to arrive at the intrinsic value of Kennedy Capital Small based on widely used predictive technical indicators. In general, we focus on analyzing Kennedy Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Kennedy Capital's daily price indicators and compare them against related drivers.
| Information Ratio | (0.05) | |||
| Maximum Drawdown | 11.1 | |||
| Value At Risk | (1.75) | |||
| Potential Upside | 2.0 |
Other Information on Investing in Kennedy Mutual Fund
Kennedy Capital financial ratios help investors to determine whether Kennedy Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Kennedy with respect to the benefits of owning Kennedy Capital security.
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